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Planful - New SaaS Software

Planful Reviews in September 2026: User Ratings, Pros & Cons

Streamline financial planning for business success.

4.31

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Planful offers custom pricing plan

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Planful Reviews & Ratings

4.31

Very Good

Based on 470 ratings & 540 reviews

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Rating Distribution

Excellent

(300)

Very Good

(212)

Good

(28)

Poor

(0)

Terrible

(0)

Planful pros and cons

  • Reviewers say it streamlines and automates FP&A reporting, budgeting and forecasting.

  • Excel-like features and Spotlight integration make it intuitive and save time.

  • Easy to build and customize reports from multiple data sources.

  • Planful is responsive to customers and continually improves the product.

  • Some reviewers report occasional crashes or issues during refreshes.

  • A few find the upload process and headcount module could be simpler or more customizable.

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Showing 511-520 out of 540

AU

Anonymous User

02/05/18

4 out of 5

"Host Analytics enables Finance team to scale at rapidly growing tech startup"

What do you like best about Planful? - Similar to Oracle Hyperion, but in the cloud - Lower overhead than on premise tools - Robust platform with more advanced feature set then other cloud tools - Solid excel integration - Product team responds to feedback - Fair pricing - No limit on size of model What do you dislike about Planful? - Attractiveness of user interface - Template speed - Visualizations - Speed of new development - Implementation took longer than expected Recommendations to ...

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WN

William N

01/23/18

4 out of 5

"Best way to consolidate data for analysis"

What do you like best about Planful? I like how you can consolidate multiple data sources from different ERP’s into one. We’ve had multiple acquisitions and it’s made analysis a breeze What do you dislike about Planful? It does take up quite a bit of time, definitely a full time job maintaining the site and making sure everything flows through correctly Recommendations to others considering Planful: Make sure to have plenty of redun What problems is Planful solving and how is that ...

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MS

Monica S

01/19/18

4 out of 5

"Host has increased team collaboration and efficiency"

What do you like best about Planful? Cloud based platform enabling team members across various locations to observe changes in real time What do you dislike about Planful? Inability to do calculations within the modeling cloud What problems is Planful solving and how is that benefiting you? Helps to consolidate all data across finance team in one system to create one source of truth.

JJ

Justin J

01/10/18

4.5 out of 5

"Working good so far"

What do you like best about Planful? I like how it formats the reports in the app. What do you dislike about Planful? I do not like sometimes it is too slow in responding. What problems is Planful solving and how is that benefiting you? cleaner reporting

AU

Anonymous User

01/08/18

4 out of 5

"Relatively simple to use forecast tool at a decent cost"

What do you like best about Planful? Ability to Forecast at a detailed level all in one place Slice and dice Forecast data - build custom reports What do you dislike about Planful? Unable to build a complex cohort model using Host Analytics due to limited amount of historical information that can be displayed at one time What problems is Planful solving and how is that benefiting you? Departmental budgeting, headcount forecasting (calculating health insurance, payroll taxes, etc), and ...

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AU

Anonymous User

10/30/17

5 out of 5

"Host has been a fantastic upgrade of our budgeting and reporting software."

What do you like best about Planful? Host has been much easier to use, has more flexibility, and we are constantly trying to build on our current knowledge and use Host to streamline our monthly activities as much as possible. We use Host for reporting, budgeting, and forecasting. We are implementing Spotlight within the next 6 months and we're excited that ad hoc reporting will be a lot quicker. What do you dislike about Planful? At times, I wish Host would run a tad faster. I also wish ...

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AU

Anonymous User

10/26/17

4.5 out of 5

"Host Analytics for Planning/Forecasting and Reporting"

What do you like best about Planful? I like the useability, our users easily adapted to the templates to enter plans and update forecasts. They loved the Excel look which made training easier. I also really like the reporting functionality, especially utilizing report collections and scheduling of jobs. We have reduced our time to prepare the monthly reporting greatly, and we now can push reports out to our users automatically which is a huge improvement. The helpdesk, customer service is ...

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JE

Jamie E

10/24/17

3.5 out of 5

"Great to Organize Data and Forecast"

What do you like best about Planful? Host is great for organizing a large amount of financial data. It is highly adaptable for growing and every changing companies like ours. Helps streamline our forecasting process and eliminates human error. What do you dislike about Planful? Somewhat difficult to get set up for more complex features. We needed some outside help to get us started and for new asks What problems is Planful solving and how is that benefiting you? Flexibility and automation ...

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JE

Jamie E

10/24/17

3.5 out of 5

"Great to Organize Data and Forecast"

What do you like best about Planful? Host is great for organizing a large amount of financial data. It is highly adaptable for growing and every changing companies like ours. Helps streamline our forecasting process and eliminates human error. What do you dislike about Planful? Somewhat difficult to get set up for more complex features. We needed some outside help to get us started and for new asks What problems is Planful solving and how is that benefiting you? Flexibility and automation ...

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NO

Nikola O

10/17/17

3.5 out of 5

"Hostanalytics, a easy way to get out of excel. "

What do you like best about Planful? a large amount of financial and statistical data that Host has helped me organize into something I trust to and manipulate fast. What do you dislike about Planful? Can be a challenging to set up a new template + initial system set up. Recommendations to others considering Planful: Put more time in implementation time than what Host team says. What problems is Planful solving and how is that benefiting you? Team speed, fidelity, flexibility, and automation.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].